Scope

Your complete guide to building a winning scope and sharing it with your client.

17 articles in this collection
Written by Molly Smith

Scope: General Overview

Scope work in minutes with data-backed services and templates

Written by Molly Smith
Updated over a week ago

Create your Scope

Create Custom Services

Instantly add new services to your scope and library

Written by Molly Smith
Updated over a week ago

Access Your Past Scopes

Use "My Past Scopes" to access your archived templates.

Written by Molly Smith
Updated over a week ago

Access Wethos Scope Templates

Use scope templates to create a proposal in minutes.

Written by Molly Smith
Updated over a week ago

Submit your Scope to the Wethos Template Library

Submit your scope to contribute to our data-backed pricing engine.

Written by Molly Smith
Updated over a week ago

Access Services Library

Search for and customize individual services to add to your library.

Written by Molly Smith
Updated over a week ago

Add Services to the Scope

Begin adding services to phases of the scope.

Written by Molly Smith
Updated over a week ago

Planned Budget

Details about the information displayed in the planned budget.

Written by Molly Smith
Updated over a week ago

Edit your Scope

Delete a Project or Scope

Delete a project or scope from your account.

Written by Molly Smith
Updated over a week ago

Adjust the position of a Phase or a Service

Move a service or phase up or down within the scope.

Written by Molly Smith
Updated over a week ago

Re-Assign a Role to a Service

Divvy up the scope by role to add teammates to your project.

Written by Molly Smith
Updated over a week ago

Adjust Service Cost or Quantity

Increase or decrease a service's price or quantity.

Written by Molly Smith
Updated over a week ago

Share Scopes

Effortlessly share your scopes with anyone

Written by Molly Smith
Updated over a week ago

Edit the Client Contact

Adjust or switch out the main point of contact for your project scope.

Written by Molly Smith
Updated over a week ago

Customize Contract

Adjust the level of detail shown in your scope.

Written by Molly Smith
Updated over a week ago

Pricing

How to get pricing recommendations on Wethos

Create custom services and generate recommendations with our pricing tool.

Written by Molly Smith
Updated over a week ago

Value-Based Pricing

We work to demystify pricing to build a necessary structure backed up by more than just the hours you put in or a fixed rate.

Written by Molly Smith
Updated over a week ago